Kate Kretzinger

Kate Kretzinger

Client Services Coordinator

As a valued member of our team, Kate bring passion, dedication and a wealth of experience to our firm. With her few years of dedicated service, she has become an integral part of our success story. 

Kate is a proud Tampa native who cherishes her role as a loving parent to two wonderful children. Her commitment to family values reflects not only in her personal life but also in her approach to building lasting relationships with clients. Out of the office she enjoys exploring Tampa with her close friends, trying out new restaurants and travelling. 

Eager to expand her expertise, Kate is currently working towards obtaining her Series 7. This commitment to professional growth is a testament to her dedication to staying ahead in the dynamic world of finance. She is consistently delivering exceptional results and demonstrating an understanding of financial intricacies. Her passion for helping clients navigate their financial journey is evident in every interaction.